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UBS - UBS GROUP AG

This page shows which of the focused investors we track hold UBS and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2024 it was held by 4 managers with an aggregate reported value of $3.16B, which is 0.29% of the combined portfolio.

As of Q2 2024, 4 tracked institutional managers held UBS (UBS GROUP AG) with an aggregate reported value of $3.16B0.29% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2024
Ticker
UBS

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Dodge & Cox - Dodge & Cox1.29%Reduce -2.6%73,442,242$2.16B
2Richard Pzena - Pzena Investment Management2.79%Add +0.9%29,951,235$792.21M
3Viking Global Investors - Viking Global Investors0.59%New5,186,506$152.69M
4Samantha McLemore - Patient Capital Management3.18%Reduce -13.3%2,028,937$59.93M
Loading holder history for UBS